Use Cases

Attract More Prospects, Easily Manage Meetings

Industries

Financial Institutions, Financial Advisor Marketing, Insurance Marketing, Mortgage Brokers Marketing

Tools

Email Marketing | Personalize and Customize Your Messages, SMS Marketing Software, Marketing Automation Software: SimplyCast 360

The steps to success

• Set up an RSVP process

  Create a RSVP process using the SimplyCast 360 drag and drop tool. Give clients and prospects a selection of communication methods so each person can select their preferred method. By offering multiple channels of communication you ensure that each prospect and client receives your reminders.

• Invite hundreds of prospects with one click

  Send out a detailed invitation before the meeting. Include the invitation signup link in the invitation email. By automating the signup process you save time since you do not have to organize all of the attendee information.

• Connect with prospects through their preferred method

  When each prospect signs up they should be able to select their preferred mode of communication. This information is stored so that each prospect receives meeting messages in the way that is most convenient for them.

• Automatically reconnect with prospects who have dropped off

  If a prospect has not engaged with the meeting invitation, it is sent again. You can repeat this process several times for any prospects who have not responded.

• Keep prospects and clients informed with personalized messages

  Prospects and clients who have signed up to attend the meeting are tagged so they will receive specific meeting messages after that point. These attendees will receive a thank you email or text message with more information about the meeting. This messages serves to confirm their event registration.

• Increase attendance with reminders

  As the meeting approaches, reminders are sent out to attendees through email or SMS. Automatically send out these reminders so our staff doesnt have to take the time to update guests